Stephen Yono is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he worked at Varroc Lighting Systems, Inc. and Delphi Technologies. Outside of his advisory role, he assists with invoice preparation at Cornerstone Wine Distributors, LLC, a wine wholesaler based in Commerce Township, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branches, as well as affiliated services such as a trust company and proprietary mutual funds.

Shannon Psotka is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Trevor Andrews is a CFA® charterholder with 13 years of industry experience, currently serving at Merrill in Bloomfield Hills, MI. He has been with Merrill and Bank of America since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Thurston is a Planning Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Relationship Banker at Flagstar Bank from 2019 to 2021. Throughout his career in the financial industry, Tyler has developed experience in building trust and rapport with clients to identify their priorities and collaborate on financial plans aimed at achieving their goals. Tyler's approach centers on understanding what is important to his clients to co-create effective financial strategies. Outside of his professional work, he has interests in fitness, social events, golf, outdoor adventures, running, and soccer.

Scott Thomas is a financial advisor with OSAIC in Troy, MI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Royal Alliance Associates, INC. and operated Thomas Financial Group since 2009. Thomas is involved in life, accident, and health insurance and fixed annuity business, as well as participating in a private securities transaction with AdvisorShare. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and risk assessment methods to construct portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Amy Edwards is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been associated with Merrill since 1992 and also with Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Zweng is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Jeff Poosch Financial Services/Prospera Financial Services, Michigan Technological University, and running a landscaping business for eight years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models primarily implemented through third-party sponsors and offers ERISA fiduciary services to qualified plans.

Nastashia Young is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions with Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of advising, she is an author associated with Zinnia Multimedia and Marketing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach with access to third-party asset managers and various financial planning and consulting services.

Scott Mazius is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 35 years of industry experience. His career includes long-term tenures at First Allied Advisory Services and FSC Securities Corporation. Outside of advisory work, he is involved as a board trustee of a homeowners association and serves on the finance committee of a nonprofit organization. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through various program structures and custodial relationships.

John Morad is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding a Series 66 designation and 25 years of industry experience. His prior work includes a decade at Comerica Securities, Inc. and several roles at Ameriprise Financial Services. Outside of his advisory duties, Morad serves on the Board of Directors for the Birmingham Little League and assists with the operation of the baseball league. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles.

Dante Cerroni is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Bloomfield Hills, Michigan. He has over 25 years of experience in wealth management, focusing on managing investments, retirement planning, and estate planning strategies. His approach emphasizes thoughtfully implemented and regularly reviewed strategies for individuals, families, and corporations. Dante and his team provide a range of wealth management services including investment planning, retirement planning, risk management, estate planning, and assistance with financing needs and corporate retirement plans for small to mid-sized businesses. Dante holds a Bachelor's Degree from the University of Michigan and several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His practice centers on helping clients achieve a comfortable quality of life during retirement and creating financial security for their loved ones. Beyond his professional role, Dante actively participates in his community. He serves on the Board of Directors of the Catholic Central Alumni Association and is a trustee of the Catholic Central Endowment. He also serves on the finance committees of both the Italian American Club of Livonia and Catholic Charities of Southeast Michigan. A lifelong resident of the Detroit area, Dante lives in Bloomfield Hills with his wife and four children. He remains active through golfing, skiing, tennis, and coaching his children's soccer and softball teams. In his free time, he enjoys cooking and sharing wine with family and friends.

Griffin Nienberg is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Locniskar Pursel Biddinger Nienberg Rochow Group. He has more than a decade of experience focusing on wealth and investment management for affluent individuals, family offices, and institutions with complex needs. Griffin and his team provide a boutique level of service with global investing resources, working closely with business owners, corporate executives, philanthropists, and charitable foundations. He earned a bachelor's degree in management, with a minor in finance, from Purdue University West Lafayette, where he served as captain of the tennis team during his senior year. Griffin holds multiple professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Griffin has been recognized by Forbes in its list of "Best-in-State Wealth Advisors" from 2022 through 2026 and as a "Best-in-State Next-Generation Wealth Advisor" from 2022 through 2025. He resides in Birmingham, Michigan, with his wife Jenny and their three children. His personal interests include golfing, tennis, and spending time with his family.

Nikolas Highducheck is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC. Outside of finance, his background includes roles in retail and education. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated accounts.

Michael Yee is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Ameriprise since 2009, serving in various capacities over more than a decade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning, delivering written recommendation reports and ongoing advice related to income sources, withdrawal strategies, and Social Security options.

Joseph Panfil is a financial advisor at LPL Enterprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including The Prudential Insurance Company of America, Pruco Securities, LLC, LPL Financial, Blue Water Asset Management, and Invest Financial Corporation. He is also co-owner of Family Roots Financial, a business related to his LPL activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists while offering financial planning, access to asset managers, and affiliated trust and insurance services.

Mark Foster is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs that utilize structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its extensive network of advisors.

John Ivkov is a financial advisor at Morgan Stanley in Bloomfield Hills, MI, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he held various roles including positions at Moving States and Harman Corporation, and was a full-time student at Michigan State University. He previously managed Ivkov Enterprises, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm’s approach involves structured discovery conversations and planning tools, employing modeling techniques such as Monte Carlo simulations to support client financial plans.

Earl Bosart is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to his current role, he worked at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies utilizing both in-house and third-party managers, supported by extensive capital markets and affiliated asset management resources.

Amy Birdsong is a financial advisor with Morgan Stanley in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Merrill from 2016 to 2024 before joining Morgan Stanley. Outside of her advisory role, she operates Amy Desiree Coaching, a consulting and community-focused business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Michael Russom is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC, Bank of America, and TCF Bank. Outside of his advisory work, he acts as a real estate agent and independent contractor for grocery delivery services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.